MIM

Macroview Investment Management Portfolio holdings

AUM $133M
1-Year Est. Return 16.62%
This Quarter Est. Return
1 Year Est. Return
+16.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$54.8M
AUM Growth
-$5.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$748K
3
+$351K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$257K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$257K

Top Sells

1
+$996K
2
+$907K
3
+$406K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$326K
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$300K

Sector Composition

1 Technology 3.49%
2 Industrials 1.58%
3 Consumer Discretionary 1.38%
4 Financials 0.89%
5 Energy 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$10K 0.02%
83
-300
202
$10K 0.02%
+78
203
$10K 0.02%
352
-257
204
$10K 0.02%
+93
205
$10K 0.02%
+142
206
$10K 0.02%
448
-111
207
$10K 0.02%
+396
208
$10K 0.02%
104
209
$10K 0.02%
+1,287
210
$10K 0.02%
544
211
$10K 0.02%
35
-25
212
$10K 0.02%
+153
213
$10K 0.02%
+484
214
$10K 0.02%
+835
215
$10K 0.02%
+200
216
$10K 0.02%
218
+1
217
$10K 0.02%
61
-19
218
$10K 0.02%
+78
219
$10K 0.02%
+144
220
$10K 0.02%
+260
221
$10K 0.02%
169
-35
222
$10K 0.02%
530
-14
223
$10K 0.02%
27
+4
224
$10K 0.02%
+311
225
$10K 0.02%
106
-14
7 8
9
10 11